- Why Choose Us?
- What Sets Us Apart?
- Why P.R.E.P. Process?
- Case Studies
Limiting Clientele
A GUIDING PRINCIPLE of The Retirement Planning Group is the limited number of clients accepted into our practice. Our firm limits the number of client relationships each advisor cares for unlike stockbrokers and insurance agents that are willing to take every client they can find. If an advisor is willing to take any client they can find, they as that advisor becomes busier and busier, the client will pay the ultimate cost – lack of attention and care. By limiting our clientele, we ensure each client receives the appropriate amount of time and attention.
